Booker

About Bishop and Associates Bishop & Associates, Inc, is a boutique asset management firm specializing in blue chip, large-cap equities and fixed income, with a high-touch approach to client service and integrated financial planning. We help clients meet the challenge of preserving and growing their wealth in an effort to sustain their standard of living and achieve their legacy wishes. Our team delivers proven experience, a highly objective approach and customized planning strategies for high-net worth individuals, families, and foundations.

Karpiak Wealth Management, part of Janney Montgomery Scott, is a dedicated financial services firm focused on addressing the unique needs of high-net-worth clients, institutions, endowments, and trusts. The firm emphasizes building strong, trust-based relationships and providing personalized financial recommendations to help clients achieve their personal and business goals. Led by Scott J. Karpiak, the team at Karpiak Wealth Management prides itself on its depth of knowledge and experience in navigating complex financial situations. Committed to community involvement, they work to make a positive impact while striving to exceed client expectations through integrity and performance. Generated from the website

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.